ReNew Energy Global Commissions Record 2.4 GW in FY2025-26, Operating Portfolio Reaches 12.6 GW

ReNew Energy Global Plc (Nasdaq: RNW) has commissioned approximately 2.4 GW of renewable energy capacity during the fiscal year ending March 31, 2026. According to regulatory filings, this represents the highest annual capacity addition in the company’s history. The expansion brings ReNew’s total operating portfolio to approximately 12.6 GW, establishing the firm as India’s second-largest renewable energy operator. As reported by industry sources such as Blackridge Research, ReNew follows only Adani Green Energy, which currently leads the market with an operational portfolio of 19.3 GW.

The Numbers: Technical Breakdown of Added Capacity

The record 2.4 GW addition in FY26 was driven by a strategic combination of solar and wind assets, alongside the integration of storage solutions to address grid stability. The technical breakdown of the new capacity includes:

• Solar Power: 1.75 GW
• Wind Power: 0.62 GW
• Battery Energy Storage Systems (BESS): 25 MW / 100 megawatt-hours (MWh)

Beyond these commissioned figures, an additional 450 MW of capacity is reported to be fully constructed. These assets are expected to be commissioned in the near term.

Portfolio Context: Operating vs. Gross Capacity

The reported 12.6 GW operating capacity is a net figure that accounts for the strategic sale of 600 MW of assets completed during the fiscal year. ReNew’s total “Gross Portfolio,” which encompasses projects currently under development and construction, stands at approximately 20 GW. This broader portfolio includes 1.7 GW of battery energy storage systems.

The following table outlines the status of ReNew’s capacity as of the end of FY26:

*All figures are approximate and based on latest regulatory disclosures.

Solar Manufacturing and Infrastructure Growth

ReNew continued to scale its vertical integration and domestic manufacturing capabilities throughout FY26. The company’s manufacturing infrastructure currently consists of:

• Module Capacity: 6.5 GW of operating capacity.
• Cell Capacity: 2.5 GW of current operating capacity. An expansion to add a further 4 GW is targeted for completion by December 2026.
• FY26 Production Volume: Facilities produced over 4.1 GW of modules and approximately 1.86 GW of cells during the fiscal year.

The manufacturing segment’s growth was supported by a $100 million equity investment from British International Investment earlier in the year.

Commercial and Industrial (C&I) Segment Performance

Operating under the “ReNew Green” brand, the company’s C&I arm reported a total committed capacity of 2.5 GW. Of this, more than 2.0 GW has already been commissioned and is serving corporate clients. ReNew Green provides decarbonization solutions for several global technology partners, including Microsoft, Amazon, and Google. In March 2026, the segment raised $95 million in equity from a consortium led by LeapFrog Investments to fund further expansion.

Operational Footprint and Environmental Impact

ReNew’s physical presence spans 10 Indian states, encompassing more than 150 renewable energy sites and three manufacturing facilities. The company currently employs approximately 4,500 people. According to environmental impact data, the operational portfolio achieves the following:

• Household Powering: Capacity to power approximately 24 million households annually.
• Emissions Avoidance: Approximately 23 million tonnes of CO2 equivalent emissions avoided annually.

Leadership Perspectives

Sumant Sinha, Founder, Chairperson, and CEO of ReNew, described the milestone as a significant achievement for the company’s execution team. “This has been a defining year for ReNew, with the addition of 2.4 GW of renewable energy capacity — the highest we have ever commissioned in a single year,” Sinha stated.

Sinha attributed the performance to “rising power demand, cost competitiveness of renewable energy, and supportive policy frameworks in India,” which he noted create a “long-term compelling growth backdrop.”